Get new jobs by email
- ...a need for an Elder/Estate Planning Attorney. This is a hybrid position. Ideal candidates will have demonstrated experience in high-net-worth trust and estate planning and administration, including knowledge of relevant state and federal tax laws. Experience with domestic...High net worth
KOSMOS
Wisconsin3 days ago - ...degree in accounting or law, a CPA or JD, and over 12 years of tax experience. This position offers the opportunity to work with high-net-worth clients and lead business development efforts. The firm emphasizes work/life balance and maintains a culture of innovation and...High net worth
- Jobtailor is seeking an experienced insurance professional to manage a portfolio of personal lines and high-net-worth clients. You will handle policy changes, billing inquiries, coverage questions, and problem resolution while identifying coverage gaps and opportunities...High net worth
- Serve as the primary point of contact for a portfolio of personal lines and high-net-worth clients Provide excellent client service, including policy changes, billing questions, coverage inquiries, and problem-solving Perform annual renewal and account reviews, identifying...High net worthWork at office
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...High net worthPrivate practiceWork at office
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...High net worthPrivate practiceWork at office
- ...ll be at the heart of our client-first culture, delivering insightful investment advice and portfolio management solutions for high-net-worth clients. In close partnership with our Wealth Advisor team, you'll build trust and make a positive impact by guiding clients through...High net worth
Johnson Financial Group LLC
Madison, WI2 days ago - ...Associated Bank is seeking a senior investment portfolio leader to manage large, complex portfolios for high-net-worth and institutional clients. You will guide risk-aware strategies, mentor junior staff, and collaborate with CIO-led teams to drive client outcomes and...High net worth
Associated Banc-Corp
Milwaukee, WI2 days ago - ...the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development... ...for the firm’s most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional...High net worthFull timeLocal area
Sorren, Inc.
Madison, WI4 days ago - ...equivalent field CPA or JD required 12+ years of progressive tax experience providing tax compliance and consulting services to high‑net‑worth individuals 5+ years of supervisory experience, mentoring and counseling associates Experience acquiring new clients and...High net worthLocal area
- ...our growing tax advisory team. This role is ideal for a seasoned tax professional with deep experience in fiduciary, estate, and high-net-worth individual taxation who is ready to play a key role in client relationships, technical leadership, and team collaboration.Our...High net worth
Berndt CPA LLC
Madison, WI2 days ago $750 per month
...months, and they also offer wealth management and alternative investments services. Industries: Real Estate Investors, Ultra and High-Net-Worth Individuals, Wealth Management, Alternative Investments, Entrepreneurs & Business Owners, Lawyers, Physicians & Service...High net worthSR Staffing
Madison, WI1 day ago$146k - $200k
...Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as...High net worthPrivate practiceWork at officeSocket
Milwaukee, WI4 days ago- ...Position Summary Lead the strategic vision and execution of the tax function across complex client portfolios—including high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses. Responsibilities Oversee and ensure the quality...High net worthFull timeLocal areaShift work
Sorren
Madison, WI4 days ago $90k - $120k
...outings and social events Collaborative, friendly culture Requirements At least 2 years of estate planning experience (complex, high-net-worth estate plans) Licensed to practice law in Wisconsin Strong drafting and communication skills Team-oriented and collaborative...High net worthFull timeSR Staffing
Milwaukee, WI1 day ago- ...its expertise in estate planning, trust and estate administration, taxation, corporate matters, and real estate transactions for high-net-worth individuals, we are on the search for an ambitious entry-level Associate Attorney to join their dynamic team. This role...High net worth
Prime Headhunting and Recruiting, Inc.
Lake Geneva, WI12 hours ago - ...role offers the opportunity to lead and influence within a firm that prides itself on delivering unparalleled legal services to high-net-worth individuals. Key Responsibilities: Lead complex legal research, drafting, and analysis efforts. Mentor junior...High net worth
Prime Headhunting and Recruiting, Inc.
Lake Geneva, WI4 days ago $160k - $200k
...Tax ManagerNew permanent opportunity for a Senior Tax Manager. Long established firm that handles Private Family office work for high net worth, multiple and multi-generational families. Responsible for preparing a broad range of complex income tax returns, tax planning,...High net worthPermanent employmentWork at officeCreative Financial Staffing
Lake Geneva, WI4 days ago- ...to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as a banking specialist for high net worth and ultra high net worth client relationships Provides deposit and lending expertise while collaborating with a customized team...High net worthWork at office
Fifth Third
Wausau, WI1 day ago - Northwestern Mutual is seeking a highly motivated Portfolio Manager/Financial Planner to join our wealth management team. This role delivers... ...management and comprehensive wealth planning for high-net-worth individuals, families, retirees, and business owners. The ideal...High net worth
$140k - $180k
...Base Pay Range $140,000.00/yr - $180,000.00/yr We are an Award Winning Law Firm, specializing in Family Law litigation and high‑net‑worth clients. We are looking for a Family Law Attorney to join our team. Specifically, we are looking for someone who has 4+ years of experience...High net worthFull timeLocal areaFlexible hoursAscendion
Wausau, WI4 days ago$66k - $123.1k
...to meet you if your professional track record includes these skills: ~3 plus years' personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty (P&C) License ~ Client service orientation with balance on managing expectations. ~ Ability...High net worthMinimum wageLocal areaNight shift- About the Role:Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee...High net worthFull timeWork at officeRemote work
- ...degree or equivalent combination of education and experience Eight (8) or more years of related work experience in Private Client/High Net Worth insurance required Valid insurance license Must continue to meet Continuing Education requirements for license renewal...High net worthRemote jobWork experience placementWork at officeLocal area
- ...Wisconsin and have seven or more years of experience customizing sophisticated estate plans for clients; emphasis on planning for high-net-worth individuals and experience with fiduciary income tax returns preferred. A tax background or a desire to work on taxable estates...High net worthWork at office
Amundsen Davis, LLC
Brookfield, WI3 days ago - ...leading financial institution is seeking a Financial Advisor for its Advisor Development Program. This role involves working with high-net worth clients, identifying financial needs, and recommending tailored investment solutions. Candidates should have Series 7 and 66...High net worth
- ...their team in Austin, TX. This position offers an opportunity to engage in sophisticated estate planning and wealth transfer for high net worth clients within a highly regarded law firm. The ideal candidate will have 4th-8th year experience, be well-versed in trusts &...High net worth
- ...must have substantial experience in the following: drafting complex estate plan and business succession planning documents for high net worth individuals; drafting complex charitable giving documents; counseling clients on income, gift, estate and generation-skipping tax...High net worthWork at office
5 Legal
Milwaukee, WI5 days ago - Goldman Sachs Private Wealth Management seeks a proactive advisor to cultivate relationships with ultra-high net worth clients and families. You will partner with senior leadership to deliver coordinated investment advice, tax and estate planning, and private banking insights...High net worth
- Texas Capital is seeking an experienced private banking professional to build and manage a high-net-worth client portfolio in Wisconsin. You will provide bespoke loan and deposit solutions, coordinate with investment management and trust teams, and maintain strong client...High net worth
